Contacts

Contacts - Contacts Search
Back In the Contacts section under CRM, the Contacts of a company can be added to an existing customer in DocketManager. Contacts are the ...
Tue, 13 Jul, 2021 at 11:41 AM
Contacts - Creating a New Contact
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of con...
Tue, 13 Jul, 2021 at 2:18 PM
Contacts - Editing a Contact
Back There are a few ways to open a Contact Edit modal. CRM > Contact > Edit from vertical ellipses drop-down Contact View page > Actions > ...
Tue, 13 Jul, 2021 at 2:26 PM
Contacts - Deleting a Contact
Back In the contacts section under CRM, the contacts of a company can be added to an existing customer in DocketManager. Contacts are the only point of con...
Tue, 13 Jul, 2021 at 2:33 PM
Contacts - Locations
Back The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and ...
Tue, 13 Jul, 2021 at 2:43 PM
Contacts - Exporting Contacts
Back Step     Action   1.      Select {CRM} and then select the Contacts tab. Note:&n...
Thu, 15 Jul, 2021 at 10:55 AM
Contacts - Bulk Actions
Back Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. T...
Tue, 13 Jul, 2021 at 2:29 PM
Contacts - Financial
Back Contacts can have credit cards stored on their profiles in DocketManager, making it easier to apply payments to their orders. Adding Financial Pr...
Wed, 14 Jul, 2021 at 11:44 AM
Contacts - Products
To Navigate to Contacts: Step      Action   1.        Select {CRM} and then select the Contacts tab.   2.        Use search filters to locate the desired...
Thu, 12 Sep, 2019 at 2:09 PM
Contacts - Contact View
Back The Contact View page is divided into the following sections:   Section Description Actions The following Actions can be taken for a contact:...
Mon, 31 May, 2021 at 10:25 AM